Vngrd Mrgstr MG CP VL ETF-UiMGVETF
13F holders, Q1 2025 (March 31)470holders +18
54new positions
30sold out
4famous investors
$128.79avg. 13F price*
At the end of Q1 2025, 470 institutions reported holding Vngrd Mrgstr MG CP VL ETF-Ui (MGV) in their 13F filings, up 18 from Q4 2024. 54 opened new positions and 30 sold out. The largest holders were Assetmark, Inc. ($1.9B), Bank of America Corp. ($523.8M) and Morgan Stanley ($372.2M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vngrd Mrgstr MG CP VL ETF-Ui
- Filed as
- VANGUARD WORLD FD (Q1 2025)
- CUSIP
- 921910840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $102.2M |
| Exits | 30 | $5.9M |
All 13F filers, Q4 2024 → Q1 2025: 2,796,229 shares bought and 1,295,672 shares sold, net +1,500,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 470 holders
| Assetmark, Inc. | 5.24% | Add +3.3% | 14,804,596 | $1.9B |
| Bank of America Corp. | 0.05% | Add +5.0% | 4,065,448 | $523.8M |
| Morgan Stanley | 0.03% | Add +1.6% | 2,889,178 | $372.2M |
| Ameriprise Financial Inc. | 0.06% | Reduce -0.2% | 1,700,543 | $219.1M |
| UBS Group AG | 0.05% | Reduce -4.9% | 1,683,547 | $216.9M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -0.8% | 1,386,878 | $178.7M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -0.8% | 1,256,579 | $161.9M |
| LPL Financial LLC | 0.05% | Add +2.5% | 976,948 | $125.9M |
| HighTower Advisors, LLC | 0.12% | Add +51.6% | 712,570 | $91.8M |
| Wells Fargo & Company | 0.02% | Add +16.7% | 710,795 | $91.6M |
| Black Diamond Financial, LLC | 13.24% | Reduce -2.4% | 684,409 | $88.2M |
| Royal Bank of Canada | 0.02% | Add +10.1% | 673,415 | $86.8M |
| Raymond James Financial Inc. | 0.03% | Reduce -1.8% | 661,439 | $85.2M |
| Sequoia Financial Advisors, LLC | 0.61% | Reduce -0.8% | 616,026 | $79.4M |
| Merit Financial Group, LLC | 1.14% | Add +1.1% | 588,737 | $75.9M |
| Rockefeller Capital Management L.P. | 0.16% | Add +6.2% | 488,537 | $62.9M |
| MML Investors Services, LLC | 0.19% | Add +4.8% | 438,703 | $56.5M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +0.6% | 393,189 | $50.7M |
| Petredis Investment Advisors LLC | 4.76% | Reduce -0.9% | 353,409 | $45.5M |
| Stifel Financial Corp. | 0.04% | Add +13.9% | 325,517 | $41.9M |
| Commonwealth Equity Services, LLC | 0.06% | Add +9.1% | 318,877 | $41.1M |
| Kestra Advisory Services, LLC | 0.19% | Reduce -0.2% | 308,701 | $39.8M |
| Strategic Investment Advisors / MI | 3.95% | Add +9.0% | 289,227 | $37.3M |
| Pure Financial Advisors, LLC | 0.76% | New | 282,438 | $36.4M |
| Bernardo Wealth Planning LLC | 7.34% | Add +1.4% | 238,076 | $30.7M |
| BHK Investment Advisors, LLC | 11.11% | Reduce -10.7% | 203,920 | $26.3M |
| Smartleaf Asset Management LLC | 2.53% | Reduce -0.9% | 205,727 | $26.2M |
| Beacon Pointe Advisors, LLC | 0.29% | Reduce -7.3% | 203,148 | $26.2M |
| Capital Advantage, Inc. | 4.54% | No change | 199,356 | $24.9M |
| Zeit Capital LLC | 18.86% | Add +3.0% | 190,300 | $24.5M |
| BTG Pactual Asset Management US LLC | 3.14% | Add +1.5% | 187,915 | $24.2M |
| Avantax Advisory Services, Inc. | 0.15% | Add +1.4% | 187,876 | $24.2M |
| JPMorgan Chase & Co. | 0.00% | Add +61.9% | 176,953 | $22.8M |
| Baird Financial Group, Inc. | 0.04% | Add +2.5% | 172,908 | $22.3M |
| Means Investment Co., Inc. | 2.36% | Reduce -65.9% | 172,656 | $22.2M |
| ETF Portfolio Partners, Inc. | 6.62% | Reduce -33.1% | 170,661 | $22.0M |
| Blue Edge Capital, LLC | 3.51% | Reduce -0.2% | 169,854 | $21.9M |
| Osaic Holdings, Inc. | 0.05% | Reduce -52.7% | 167,186 | $21.5M |
| Marmo Financial Group, LLC | 11.67% | Add +3.9% | 165,497 | $21.3M |
| Savant Capital, LLC | 0.17% | Reduce -6.1% | 159,820 | $20.6M |
| Leavell Investment Management, Inc. | 1.01% | Add +8.2% | 159,091 | $20.5M |
| Wealthspire Advisors, LLC | 0.12% | Add +102.5% | 153,266 | $19.7M |
| BNP Paribas Financial Markets | 0.01% | Add +49.4% | 149,434 | $19.3M |
| Sheridan Capital Management, LLC | 13.86% | Add +1.4% | 147,583 | $19.0M |
| Harbour Investments, Inc. | 0.53% | Reduce -9.0% | 144,511 | $18.6M |
| Apriem Advisors | 2.03% | Add +116.0% | 134,557 | $17.3M |
| Cresset Asset Management, LLC | 0.08% | Add +0.8% | 125,568 | $16.2M |
| Mfa Wealth Advisors, LLC | 4.00% | Add +1.7% | 125,550 | $16.2M |
| Avior Wealth Management, LLC | 0.61% | Reduce -0.6% | 124,736 | $16.1M |
| Atria Wealth Solutions, Inc. | 0.19% | Add +2.1% | 121,657 | $15.7M |
| Von Berge Wealth Management Group, LLC | 9.27% | Add +8.0% | 117,271 | $14.4M |
| Waverly Advisors, LLC | 0.17% | Add +0.9% | 109,929 | $14.2M |
| Capital Planning LLC | 3.94% | Add +0.8% | 109,285 | $14.1M |
| Wealthcare Advisory Partners LLC | 0.37% | Reduce -1.2% | 108,341 | $14.0M |
| D.A. Davidson & Co. | 0.11% | Add +1.2% | 107,359 | $13.8M |
| Private Advisor Group, LLC | 0.08% | Add +1.5% | 107,080 | $13.8M |
| Creative Planning | 0.01% | Add +1.2% | 103,574 | $13.3M |
| Select Asset Management & Trust | 5.32% | Add +9.3% | 102,949 | $13.3M |
| Breakwater Capital Group | 2.36% | Add +35.1% | 102,621 | $13.2M |
| US Bancorp \de | 0.02% | Reduce -5.3% | 102,007 | $13.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.34% | Add +5.5% | 101,675 | $13.1M |
| Titleist Asset Management, LLC | 1.50% | New | 100,033 | $12.9M |
| SOL Capital Management CO | 1.39% | Add +5.9% | 98,193 | $12.7M |
| HB Wealth Management, LLC | 0.10% | Add +6.8% | 94,729 | $12.2M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -0.5% | 86,770 | $11.2M |
| Arq Wealth Advisors, LLC | 4.14% | Reduce -1.4% | 86,568 | $11.2M |
| Crumly & Associates Inc. | 3.06% | New | 86,079 | $11.1M |
| TFB Advisors LLC | 3.14% | Reduce -3.0% | 84,491 | $10.9M |
| Arax Advisory Partners | 0.69% | Add +10.0% | 83,451 | $10.8M |
| James J. Burns & Company, LLC | 1.91% | Reduce -0.3% | 82,787 | $10.7M |
| Stephens Inc. | 0.16% | Add +0.8% | 82,375 | $10.6M |
| Quadcap Wealth Management, LLC | 1.48% | New | 78,910 | $10.2M |
| Modera Wealth Management, LLC | 0.13% | Add +5.5% | 75,299 | $9.7M |
| Wealthfront Advisers LLC | 0.03% | Add +3.0% | 74,749 | $9.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +79.1% | 74,702 | $9.6M |
| WealthShield Partners, LLC | 1.14% | Add +7.3% | 68,845 | $8.9M |
| Avid Wealth Partners LLC | 5.93% | New | 67,827 | $8.7M |
| Quattro Financial Advisors LLC | 2.90% | Reduce -2.2% | 65,698 | $8.5M |
| BSW Wealth Partners | 1.25% | Reduce -7.7% | 64,152 | $8.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -16.1% | 62,399 | $8.0M |
| Cetera Investment Advisers | 0.02% | Reduce -2.5% | 62,144 | $8.0M |
| Pachira Investments Inc. | 5.36% | Add +4.0% | 59,954 | $7.6M |
| Texas Capital Bank Wealth Management Services Inc | 0.74% | Reduce -1.0% | 56,803 | $7.3M |
| Phillips Financial Management, LLC | 0.56% | Add +0.1% | 56,350 | $7.3M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -21.2% | 55,698 | $7.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -51.8% | 52,757 | $6.8M |
| FSC Wealth Advisors, LLC | 4.44% | Reduce -2.2% | 52,501 | $6.8M |
| Comerica Bank | 0.03% | Add +1.7% | 49,194 | $6.3M |
| WNY Asset Management, LLC | 0.73% | Add +3.2% | 47,912 | $6.2M |
| Calton & Associates, Inc. | 1.38% | Add +313.3% | 47,112 | $6.1M |
| Planning Directions Inc. | 2.59% | Reduce -7.0% | 46,967 | $6.1M |
| Captrust Financial Advisors | 0.02% | Add +2.4% | 46,878 | $6.0M |
| Amara Financial, Llc. | 5.42% | Add +3.8% | 45,562 | $5.9M |
| Trademark Financial Management, LLC | 4.47% | Add +33.8% | 45,499 | $5.9M |
| Per Stirling Capital Management, LLC. | 0.84% | New | 45,446 | $5.9M |
| PFG Private Wealth Management, LLC | 3.00% | Add +1.0% | 42,993 | $5.5M |
| Veridan Wealth LLC | 2.44% | Add +26.5% | 41,834 | $5.4M |
| Center For Asset Management LLC | 3.29% | Reduce -26.7% | 41,799 | $5.4M |
| Howe & Rusling Inc. | 0.43% | Add +10.8% | 40,136 | $5.2M |
| Resolute Advisors LLC | 1.47% | Add +0.5% | 39,452 | $5.1M |
| Jones Financial Companies LLLP | 0.00% | Add +65.2% | 39,568 | $5.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.76% | Reduce -4.3% | 38,593 | $5.0M |
| Wesbanco Bank Inc. | 0.17% | No change | 38,374 | $4.9M |
| Creative Financial Designs Inc. | 0.38% | Add +0.1% | 37,254 | $4.8M |
| EverSource Wealth Advisors, LLC | 0.26% | Reduce -4.4% | 37,133 | $4.8M |
| Westwood Holdings Group Inc. | 0.04% | No change | 35,850 | $4.6M |
| Compass Planning Associates Inc | 4.60% | Add +10.8% | 35,311 | $4.5M |
| Mutual Advisors, LLC | 0.13% | Reduce -2.0% | 36,428 | $4.5M |
| Avant Capital LLC | 3.71% | Add +1.1% | 34,584 | $4.5M |
| Principle Wealth Partners LLC | 0.32% | Reduce -3.2% | 34,535 | $4.4M |
| Atria Investments, Inc | 0.06% | Reduce -28.5% | 34,283 | $4.4M |
| Centaurus Financial, Inc. | 0.26% | Add +0.2% | 33,801 | $4.4M |
| Breakwater Investment Management | 1.81% | Reduce -0.7% | 32,877 | $4.2M |
| Mariner, LLC | 0.01% | Add +34.6% | 32,462 | $4.2M |
| CIBC Private Wealth Group LLC | 0.01% | Add +2.9% | 35,856 | $4.1M |
| Checchi Capital Advisers, LLC | 0.28% | Add +0.8% | 31,062 | $4.0M |
| Matthew Goff Investment Advisor, LLC | 0.74% | Add +84.7% | 24,590 | $4.0M |
| Fingerlakes Wealth Management, Inc. | 3.38% | Add +9.6% | 30,867 | $4.0M |
| Zhang Financial LLC | 0.20% | Add +1.0% | 29,819 | $3.8M |
| Colorado Capital Management, Inc. | 1.78% | Add +16.3% | 29,685 | $3.8M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +36.8% | 29,540 | $3.8M |
| Boyd Wealth Management, LLC | 1.85% | Add +8.7% | 28,744 | $3.7M |
| Encompass Wealth Advisors, LLC | 1.47% | Add +0.0% | 27,970 | $3.6M |
| CVA Family Office, LLC | 0.54% | Reduce -3.3% | 27,454 | $3.5M |
| Mather Group, Llc. | 0.04% | Reduce -1.2% | 27,134 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Reduce -4.0% | 26,958 | $3.5M |
| Alpha Cubed Investments, LLC | 0.15% | Reduce -2.2% | 26,628 | $3.4M |
| Richard P Slaughter Associates Inc | 0.78% | Reduce -35.1% | 26,063 | $3.4M |
| MAI Capital Management | 0.03% | Reduce -9.8% | 25,727 | $3.3M |
| Royal Fund Management, LLC | 0.39% | Reduce -47.2% | 25,482 | $3.3M |
| Pinnacle Bancorp, Inc. | 1.07% | No change | 25,505 | $3.3M |
| Silicon Valley Capital Partners | 0.43% | Reduce -6.3% | 25,798 | $3.3M |
| Tradition Wealth Management, LLC | 0.28% | Add +0.6% | 24,957 | $3.2M |
| Graney & King, LLC | 2.38% | Add +257.4% | 24,827 | $3.2M |
| Glass Jacobson Investment Advisors llc | 1.01% | No change | 24,708 | $3.1M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -0.1% | 23,640 | $3.0M |
| Wells Financial Advisors INC | 4.08% | No change | 22,965 | $3.0M |
| Milestone Asset Management Group, LLC | 2.67% | Add +12.5% | 22,887 | $2.9M |
| Renaissance Technologies | 0.00% | Add +225.7% | 22,800 | $2.9M |
| Ifrah Financial Services, Inc. | 0.84% | Reduce -1.5% | 22,563 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +4.2% | 21,609 | $2.8M |
| Foundations Investment Advisors, LLC | 0.05% | Add +9.9% | 20,229 | $2.6M |
| Strategic Financial Partners, Ltd. | 1.37% | Reduce -0.1% | 20,121 | $2.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.8% | 20,119 | $2.6M |
| Capstone Wealth Management Group, LLC | 1.42% | New | 19,253 | $2.5M |
| Roberts Glore & Co. Inc. | 0.74% | Reduce -0.8% | 18,922 | $2.4M |
| Grantvest Financial Group LLC | 1.95% | Reduce -2.0% | 18,707 | $2.4M |
| Cresta Advisors, Ltd. | 1.25% | Add +10.4% | 18,660 | $2.4M |
| Americana Partners, LLC | 0.09% | No change | 18,629 | $2.4M |
| Choreo, LLC | 0.04% | Reduce -1.0% | 18,234 | $2.3M |
| Silverlake Wealth Management LLC | 0.90% | Add +13.7% | 18,168 | $2.3M |
| FMR LLC | 0.00% | Add +0.8% | 17,619 | $2.3M |
| Wealthcare Capital Partners, LLC | 1.17% | Reduce -6.1% | 17,611 | $2.3M |
| Allworth Financial LP | 0.01% | Reduce -0.8% | 18,339 | $2.2M |
| Moneco Advisors, LLC | 0.23% | Reduce -28.5% | 17,122 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.3% | 16,927 | $2.2M |
| First National Bank of Omaha | 0.15% | Reduce -1.3% | 16,767 | $2.2M |
| Blair William & Co. | 0.01% | Reduce -11.5% | 16,711 | $2.2M |
| Bank of Hawaii | 0.12% | No change | 16,711 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -3.6% | 16,476 | $2.1M |
| WPG Advisers, LLC | 1.97% | Add +834.0% | 16,363 | $2.1M |
| Horizon Investment Services, LLC | 1.02% | Reduce -4.0% | 16,328 | $2.1M |
| LifeWealth Investments, LLC | 0.98% | Add +46.9% | 15,887 | $2.0M |
| Hazlett, Burt & Watson, Inc. | 0.91% | Add +0.2% | 15,711 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +2.0% | 15,653 | $2.0M |
| Simon Quick Advisors, LLC | 0.11% | Add +0.1% | 15,479 | $2.0M |
| Ameritas Advisory Services, LLC | 0.08% | Add +1.5% | 15,543 | $2.0M |
| Hilltop Wealth Advisors, LLC | 1.12% | Reduce -0.5% | 15,416 | $2.0M |
| Revisor Wealth Management LLC | 0.85% | Add +37.9% | 14,752 | $1.9M |
| OneAscent Wealth Management LLC | 0.79% | Add +29.9% | 14,065 | $1.8M |
| Noble Wealth Management PBC | 1.21% | Reduce -6.3% | 13,774 | $1.8M |
| Ogorek Anthony Joseph /NY/ | 0.58% | Add +0.1% | 13,694 | $1.8M |
| Finward Bancorp | 1.51% | Add +1.3% | 13,552 | $1.7M |
| Lido Advisors, LLC | 0.01% | Add +102.1% | 13,534 | $1.7M |
| Sowell Financial Services LLC | 0.08% | New | 13,497 | $1.7M |
| Diversify Advisory Services, LLC | 0.11% | Add +25.5% | 13,776 | $1.7M |
| AE Wealth Management LLC | 0.01% | Reduce -47.9% | 12,873 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | Add +1.1% | 12,315 | $1.6M |
| PFG Advisors | 0.09% | Reduce -29.2% | 12,102 | $1.6M |
| Northern Trust Corp. | 0.00% | Reduce -4.7% | 12,032 | $1.6M |
| Procyon Advisors, LLC | 0.09% | Reduce -2.5% | 11,902 | $1.5M |
| Bowman & Co S.C. | 0.74% | Add +0.5% | 11,647 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.5% | 11,597 | $1.5M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -1.9% | 11,537 | $1.5M |
| Vanguard Group Inc. | 0.00% | Add +23.9% | 11,490 | $1.5M |
| Causey Wealth LLC | 0.82% | Add +0.3% | 11,375 | $1.5M |
| &partners | 0.02% | Add +282.8% | 11,385 | $1.4M |
| Gotham Asset Management | 0.01% | No change | 11,166 | $1.4M |
| Petix & Botte Co | 0.38% | Reduce -11.3% | 11,062 | $1.4M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -2.5% | 11,039 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +18.3% | 10,769 | $1.4M |
| Ballentine Partners, LLC | 0.02% | No change | 10,700 | $1.4M |
| Flagstar Securities, Inc. | 0.35% | Add +16.3% | 10,574 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.5% | 10,465 | $1.3M |
| Farther Finance Advisors, LLC | 0.03% | Add +352.0% | 10,350 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.18% | Add +18.7% | 10,208 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.60% | New | 10,122 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -55.6% | 10,076 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +46.3% | 9,898 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +46.3% | 9,898 | $1.3M |
| World Investment Advisors | 0.03% | Add +9.7% | 9,829 | $1.3M |
| Florida Financial Advisors, LLC | 0.49% | Add +52.0% | 9,606 | $1.2M |
| Arkos Global Advisors | 0.18% | Reduce -15.0% | 9,458 | $1.2M |
| Flagship Wealth Advisors, LLC | 0.51% | Add +168.5% | 9,397 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 9,148 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | No change | 9,036 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +363.5% | 8,922 | $1.1M |
| High Net Worth Advisory Group LLC | 0.32% | No change | 8,813 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.3% | 8,813 | $1.1M |
| Blackston Financial Advisory Group, LLC | 0.77% | Reduce -3.0% | 8,764 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Add +4.0% | 8,450 | $1.1M |
| Cerity Partners LLC | 0.00% | Reduce -1.9% | 8,327 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +13.7% | 8,262 | $1.1M |
| Clark Capital Management Group, Inc. | 0.01% | Add +2.7% | 8,215 | $1.1M |
| Ascent Group, LLC | 0.05% | Add +1.9% | 8,184 | $1.1M |
| Visionary Wealth Advisors | 0.06% | Add +36.3% | 8,025 | $1.0M |
| M&T Bank Corp | 0.00% | Reduce -16.8% | 7,985 | $1.0M |
| Bank of Montreal | 0.00% | Reduce -5.0% | 7,925 | $1.0M |
| VSM Wealth Advisory, LLC | 0.37% | Reduce -0.7% | 7,899 | $1.0M |
| SCS Capital Management LLC | 0.01% | New | 7,836 | $1.0M |
| Regions Financial Corp. | 0.01% | Add +84.2% | 7,757 | $999K |
| Hudock, Inc. | 0.17% | Add +2.6% | 7,530 | $970K |
| Cyndeo Wealth Partners, LLC | 0.06% | Add +0.6% | 7,490 | $965K |
| Private Wealth Group, LLC | 0.56% | No change | 7,354 | $947K |
| Crescent Grove Advisors, LLC | 0.09% | No change | 7,056 | $909K |
| Rehmann Capital Advisory Group | 0.06% | Add +35.8% | 7,013 | $904K |
| Koshinski Asset Management, Inc. | 0.08% | Add +0.0% | 6,875 | $886K |
| Hilltop Holdings Inc. | 0.06% | Reduce -5.2% | 6,873 | $886K |
| Crane Advisory, LLC | 0.16% | Reduce -1.6% | 7,261 | $878K |
| StoneX Group Inc. | 0.05% | Reduce -3.0% | 6,759 | $871K |
| Old National Bancorp | 0.02% | Reduce -95.5% | 6,681 | $861K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 6,667 | $859K |
| Westmount Partners, LLC | 0.26% | No change | 6,630 | $854K |
| Wealthcare Capital Management LLC | 0.09% | Reduce -5.1% | 6,548 | $844K |
| Global Trust Asset Management, LLC | 0.51% | Add +30.6% | 6,500 | $837K |
| O'ROURKE & COMPANY, Inc | 0.41% | Add +8.7% | 6,491 | $836K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -1.1% | 6,329 | $815K |
| CW Advisors, LLC | 0.01% | Add +43.0% | 6,106 | $787K |
| Meridian Wealth Management, LLC | 0.04% | Add +16.9% | 6,090 | $785K |
| Csenge Advisory Group | 0.04% | Add +10.0% | 6,336 | $763K |
| Synergy Investment Management, LLC | 0.32% | Reduce -4.3% | 5,917 | $762K |
| Raab & Moskowitz Asset Management LLC | 0.19% | Add +1.8% | 5,824 | $750K |
| CreativeOne Wealth, LLC | 0.02% | Add +34.5% | 5,721 | $737K |
| Collaborative Wealth Managment Inc. | 0.34% | No change | 5,718 | $737K |
| Citadel Advisors | 0.00% | Reduce -38.9% | 5,648 | $728K |
| Creekside Partners | 0.37% | No change | 5,544 | $714K |
| Johnson Investment Counsel Inc. | 0.01% | Add +5.5% | 5,518 | $711K |
| IFP Advisors, Inc | 0.02% | Reduce -1.6% | 5,507 | $710K |
| Corient Private Wealth LP | 0.00% | Reduce -68.4% | 5,482 | $706K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -16.3% | 5,456 | $703K |
| New England Private Wealth Advisors LLC | 0.11% | Add +0.2% | 5,446 | $702K |
| AlphaCore Capital LLC | 0.06% | New | 5,433 | $700K |
| Wharton Business Group, LLC | 0.03% | Add +7.1% | 5,410 | $697K |
| Vicus Capital | 0.06% | Reduce -8.3% | 5,365 | $691K |
| MidAtlantic Capital Management, Inc. | 0.54% | No change | 5,336 | $687K |
| Haverford Trust Co | 0.01% | No change | 5,315 | $685K |
| Cornerstone Financial Group, LLC | 0.61% | Add +11.3% | 5,332 | $677K |
| Mgo One Seven LLC | 0.03% | Reduce -15.9% | 5,255 | $677K |
| Mainsail Asset Management, LLC | 0.46% | No change | 5,230 | $674K |
| Clear Creek Financial Management, LLC | 0.07% | Add +43.5% | 5,225 | $673K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -1.3% | 5,187 | $668K |
| Keystone Financial Group | 0.07% | Reduce -7.0% | 5,160 | $665K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +149.7% | 5,002 | $644K |
| Arkadios Wealth Advisors | 0.02% | Add +2.4% | 4,986 | $642K |
| First National Advisers, LLC | 0.10% | Add +2.1% | 4,960 | $639K |
| Wagner Wealth Management, LLC | 0.16% | New | 4,894 | $631K |
| Venture Visionary Partners LLC | 0.03% | No change | 4,886 | $630K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +13.1% | 4,821 | $621K |
| Goldstone Financial Group, LLC | 0.09% | Reduce -13.2% | 4,787 | $617K |
| Continuum Advisory, LLC | 0.08% | Add +31.9% | 4,787 | $617K |
| Capital Investment Advisory Services, LLC | 0.06% | New | 4,780 | $616K |
| Landaas & Co. /Wi | 0.17% | No change | 4,736 | $610K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 4,726 | $609K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +137.0% | 4,693 | $605K |
| Cardiff Park Advisors, LLC | 0.06% | Add +0.3% | 4,666 | $601K |
| Western Wealth Management, LLC | 0.04% | Add +11.3% | 4,511 | $581K |
| Interchange Capital Partners, LLC | 0.16% | Add +1.5% | 4,487 | $578K |
| Larson Financial Group LLC | 0.03% | New | 4,275 | $551K |
| Crewe Advisors LLC | 0.08% | No change | 4,265 | $550K |
| Argent Trust Co | 0.02% | New | 4,153 | $535K |
| Quantum Portfolio Management LLC | 0.26% | New | 4,043 | $521K |
| Martel Wealth Advisors LLC | 0.10% | Add +0.5% | 3,945 | $508K |
| Addison Advisors LLC | 0.14% | Reduce -3.4% | 3,880 | $500K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.7% | 3,871 | $499K |
| Bell Bank | 0.03% | No change | 3,853 | $496K |
| Westbourne Investments, Inc. | 0.30% | No change | 3,811 | $491K |
| Colton Groome Financial Advisors, LLC | 0.19% | Reduce -13.9% | 3,929 | $486K |
| AQR Capital Management | 0.00% | Reduce -2.0% | 3,767 | $485K |
| Cwm, LLC | 0.00% | Reduce -0.1% | 3,666 | $472K |
| United Advisor Group, LLC | 0.10% | New | 3,660 | $472K |
| Pillar Financial Advisors, LLC | 0.35% | No change | 3,630 | $468K |
| Pinion Investment Advisors, LLC | 0.10% | Reduce -4.1% | 3,567 | $460K |
| Bay Capital Advisors, LLC | 0.38% | No change | 3,500 | $451K |
| Richardson Financial Services Inc. | 0.34% | Add +10.3% | 3,455 | $445K |
| Country Club Bank | 0.03% | Reduce -2.7% | 3,485 | $444K |
| Brookstone Capital Management | 0.01% | Reduce -13.7% | 3,426 | $441K |
| Bessemer Group Inc. | 0.00% | No change | 3,370 | $434K |
| Synovus Financial Corp. | 0.01% | Add +13.3% | 3,351 | $432K |
| Summit Wealth Partners, LLC | 0.09% | Reduce -15.5% | 3,342 | $431K |
| BCO Wealth Management LLC | 0.34% | Reduce -19.8% | 3,332 | $429K |
| Aptus Capital Advisors, LLC | 0.00% | Add +61.3% | 3,328 | $429K |
| Fusion Family Wealth, LLC | 0.04% | No change | 3,290 | $424K |
| OxenFree Capital LLC | 0.32% | Reduce -13.9% | 3,589 | $424K |
| Strategic Blueprint, LLC | 0.02% | No change | 3,273 | $422K |
| Optivise Advisory Services LLC | 0.24% | Add +2.2% | 3,251 | $419K |
| Avalon Trust Co | 0.03% | No change | 3,234 | $417K |
| Sentinel Pension Advisors, LLC | 0.08% | New | 3,225 | $416K |
| LWM Advisors Inc. | 0.50% | Reduce -3.6% | 3,306 | $411K |
| Berger Financial Group, Inc | 0.03% | Reduce -0.9% | 3,136 | $404K |
| Duncan Williams Asset Management, LLC | 0.14% | No change | 3,006 | $387K |
| Main Street Financial Solutions, LLC | 0.03% | New | 2,975 | $383K |
| Rf&l Wealth Management, LLC | 0.27% | No change | 2,922 | $376K |
| Caitlin John, LLC | 0.36% | Reduce -0.2% | 2,889 | $372K |
| Sonoma Private Wealth LLC | 0.51% | Reduce -0.7% | 2,867 | $369K |
| Retirement Income Solutions, Inc. | 0.08% | No change | 2,865 | $369K |
| Ritholtz Wealth Management | 0.01% | No change | 2,865 | $369K |
| Prestige Wealth Management Group LLC | 0.08% | No change | 2,822 | $364K |
| Silver Oak Securities, Incorporated | 0.03% | Add +3.7% | 2,826 | $360K |
| Welch Group, LLC | 0.02% | New | 2,822 | $359K |
| Apeiron RIA LLC | 0.11% | No change | 2,775 | $358K |
| Spinnaker Trust | 0.02% | Reduce -5.2% | 2,732 | $352K |
| Essex Financial Services, Inc. | 0.03% | Add +47.2% | 2,716 | $350K |
| Financial Alternatives, Inc | 0.25% | No change | 2,702 | $348K |
| HUB Investment Partners, LLC | 0.01% | Reduce -0.4% | 2,692 | $347K |
| Betterment LLC | 0.00% | Reduce -4.1% | 2,640 | $340K |
| Parallel Advisors, LLC | 0.01% | No change | 2,619 | $337K |
| Investment Research & Advisory Group, Inc. | 0.14% | New | 2,603 | $335K |
| Garden State Investment Advisory Services LLC | 0.11% | Reduce -1.7% | 2,589 | $334K |
| PrairieView Partners, LLC | 0.03% | No change | 2,587 | $333K |
| International Assets Investment Management, LLC | 0.03% | New | 2,560 | $330K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,514 | $324K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +6.8% | 2,507 | $323K |
| Boulder Wealth Advisors, LLC | 0.19% | No change | 2,496 | $322K |
| Townsquare Capital LLC | 0.00% | Add +44.4% | 2,471 | $318K |
| Independent Financial Group, LLC | 0.01% | New | 2,445 | $315K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -40.8% | 2,441 | $314K |
| Virtue Capital Management, LLC | 0.04% | New | 2,386 | $308K |
| CFC Planning Co LLC | 0.34% | Add +0.4% | 2,381 | $307K |
| Valmark Advisers, Inc. | 0.00% | No change | 2,378 | $306K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 2,377 | $306K |
| Plancorp, LLC | 0.01% | No change | 2,250 | $290K |
| KPP Advisory Services LLC | 0.06% | New | 2,248 | $290K |
| Principal Securities, Inc. | 0.01% | No change | 2,272 | $284K |
| Qube Research & Technologies Ltd | 0.00% | Add +143.6% | 2,202 | $284K |
| Certified Advisory Corp | 0.03% | Reduce -12.5% | 2,200 | $283K |
| Cloud Capital Management, LLC | 0.20% | — | 2,202 | $283K |
| Prosperity Wealth Management, Inc. | 0.13% | Add +7.8% | 2,194 | $283K |
| NorthCoast Asset Management LLC | 0.00% | No change | 2,179 | $281K |
| Lazari Capital Management, Inc. | 0.11% | No change | 2,171 | $280K |
| McClarren Financial Advisors, Inc. | 0.18% | New | 2,182 | $279K |
| LRI Investments, LLC | 0.03% | Add +0.3% | 2,159 | $278K |
| CVFG LLC | 0.25% | Reduce -0.2% | 2,145 | $276K |
| Sterling Investment Counsel, LLC | 0.09% | Add +3.0% | 2,127 | $274K |
| AMG National Trust Bank | 0.01% | Reduce -4.9% | 2,120 | $273K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | No change | 2,117 | $272K |
| SteelPeak Wealth, LLC | 0.01% | New | 2,103 | $271K |
| Pacific Capital Wealth Advisors, Inc. | 0.05% | No change | 2,099 | $270K |
| Strategic Financial Concepts, LLC | 0.05% | Add +0.6% | 2,094 | $270K |
| Bank of New York Mellon Corp | 0.00% | No change | 2,091 | $269K |
| Advisory Services Network, LLC | 0.01% | New | 2,030 | $262K |
| Concorde Asset Management, LLC | 0.14% | Reduce -2.0% | 2,135 | $261K |
| Park Avenue Securities LLC | 0.00% | Reduce -1.5% | 2,025 | $261K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 2,000 | $258K |
| RVW Wealth, LLC | 0.02% | No change | 2,000 | $258K |
| Apollon Wealth Management, LLC | 0.01% | Add +18.4% | 1,997 | $257K |
| Stonebridge Financial Group, LLC | 0.03% | No change | 1,978 | $255K |
| Aspire Growth Partners LLC | 0.22% | New | 2,024 | $252K |
| M3 Advisory Group, LLC | 0.20% | Add +0.1% | 1,951 | $251K |
| Darrow Company, Inc. | 0.14% | No change | 1,956 | $249K |
| Tiaa Trust, National Association | 0.00% | No change | 1,916 | $247K |
| Fort Sheridan Advisors LLC | 0.04% | Add +7.9% | 1,915 | $247K |
| Kingsman Wealth Management, Inc. | 0.18% | — | 1,896 | $244K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,886 | $243K |
| Spire Wealth Management | 0.01% | No change | 1,880 | $242K |
| Focus Financial Network, Inc. | 0.01% | New | 1,838 | $237K |
| Thomasville National Bank | 0.02% | No change | 1,819 | $234K |
| Dover Advisors, LLC | 0.10% | New | 1,816 | $234K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | New | 1,809 | $233K |
| Quantinno Capital Management LP | 0.00% | New | 1,802 | $232K |
| NWF Advisory Services Inc. | 0.03% | New | 1,768 | $228K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.8% | 1,765 | $227K |
| Lockerman Financial Group, Inc. | 0.34% | No change | 1,748 | $225K |
| Rodgers & Associates, LTD | 0.03% | Reduce -25.6% | 1,745 | $225K |
| Cornerstone Management, Inc. | 0.04% | No change | 1,677 | $216K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -18.5% | 1,667 | $215K |
| One Capital Management, LLC | 0.01% | No change | 1,641 | $212K |
| Geneos Wealth Management Inc. | 0.01% | Add +24.7% | 1,628 | $210K |
| Brown Wealth Management, LLC | 0.07% | Add +0.6% | 1,624 | $209K |
| Apexium Financial, LP | 0.01% | Reduce -50.6% | 1,613 | $208K |
| Stonegate Investment Group, LLC | 0.01% | New | 1,597 | $206K |
| Manchester Financial Inc. | 0.05% | New | 1,557 | $201K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 1,553 | $200K |
| SBI Securities Co., Ltd. | 0.01% | Add +1.7% | 1,450 | $187K |
| Comprehensive Financial Planning, Inc. | 0.17% | Add +0.5% | 1,353 | $174K |
| UMB Bank, n.a. | 0.00% | No change | 1,253 | $161K |
| Curio Wealth, LLC | 0.08% | Reduce -99.5% | 6 | $159K |
| Alpine Bank Wealth Management | 0.02% | — | 1,200 | $155K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -3.4% | 1,093 | $141K |
| Capital Analysts, LLC | 0.00% | Add +21.4% | 1,008 | $130K |
| MV Capital Management, Inc. | 0.01% | No change | 928 | $120K |
| DT Investment Partners, LLC | 0.01% | Reduce -14.3% | 860 | $111K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 843 | $109K |
| Legacy Wealth Managment, LLC | 0.08% | No change | 828 | $107K |
| BlackRock, Inc. | 0.00% | Reduce -3.3% | 785 | $101K |
| Sachetta, LLC | 0.04% | Add +0.5% | 767 | $99K |
| First Command Advisory Services, Inc. | 0.00% | No change | 706 | $91K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -18.6% | 636 | $82K |
| SouthState Bank Corp | 0.00% | No change | 630 | $81K |
| First Horizon Advisors, Inc. | 0.00% | Add +6.5% | 610 | $79K |
| Golden State Wealth Management, LLC | 0.01% | New | 553 | $71K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -18.1% | 485 | $62K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 476 | $61K |
| Beacon Capital Management, LLC | 0.01% | Add +339.6% | 444 | $57K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 433 | $56K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Reduce -10.9% | 409 | $53K |
| Bare Financial Services, Inc | 0.02% | Reduce -24.5% | 355 | $46K |
| Angeles Wealth Management, LLC | 0.00% | No change | 355 | $46K |
| Rossby Financial, LCC | 0.02% | New | 370 | $45K |
| Signaturefd, LLC | 0.00% | No change | 341 | $44K |
| Bogart Wealth, LLC | 0.00% | Add +69.2% | 340 | $44K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.7% | 311 | $40K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -7.7% | 312 | $40K |
| Redmont Wealth Advisors LLC | 0.07% | New | 297 | $38K |
| N.E.W. Advisory Services LLC | 0.00% | New | 272 | $35K |
| Franklin Resources Inc. | 0.00% | No change | 271 | $35K |
| Robinswood Financial LLC | 0.01% | Add +10.5% | 253 | $33K |
| Sound Income Strategies, LLC | 0.00% | Add +49.1% | 243 | $31K |
| CENTRAL TRUST Co | 0.00% | No change | 223 | $29K |
| Clearstead Advisors, LLC | 0.00% | New | 222 | $29K |
| Ameriflex Group, Inc. | 0.01% | Add +0.5% | 220 | $28K |
| Strategic Investment Solutions, Inc. | 0.01% | New | 215 | $28K |
| Adirondack Trust Co. | 0.01% | Add +31.3% | 210 | $27K |
| Private Trust Co. NA | 0.00% | No change | 210 | $27K |
| North Capital, Inc. | 0.03% | — | 208 | $27K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 165 | $21K |
| Headlands Technologies LLC | 0.00% | New | 164 | $21K |
| St Germain D J Co. Inc. | 0.00% | New | 157 | $20K |
| Anchor Investment Management, LLC | 0.00% | No change | 148 | $19K |
| Lanark Financial, Inc. | 0.00% | — | 152 | $19K |
| Raleigh Capital Management Inc. | 0.01% | New | 141 | $18K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 141 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 132 | $17K |
| Rothschild Investment LLC | 0.00% | No change | 128 | $16K |
| CX Institutional | 0.00% | New | 123 | $16K |
| NBT Bank, N.A. | 0.00% | No change | 105 | $14K |
| Tsfg, LLC | 0.00% | No change | 100 | $13K |
| Financial Avengers, Inc. | 0.01% | Reduce -49.8% | 101 | $13K |
| City State Bank | 0.00% | No change | 100 | $13K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +9900.0% | 100 | $13K |
| NorthRock Partners, LLC | 0.00% | New | 94 | $12K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 87 | $11K |
| Allianz SE | 0.00% | Reduce -71.8% | 87 | $11K |
| First Community Trust NA | 0.01% | No change | 80 | $10K |
| Coldstream Capital Management Inc. | 0.00% | New | 79 | $10K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 77 | $10K |
| Clarity Asset Management, Inc. | 0.01% | Reduce -75.3% | 75 | $10K |
| Citigroup Inc. | 0.00% | Reduce -98.1% | 52 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | New | 50 | $6K |
| Key Financial Inc | 0.00% | No change | 45 | $6K |
| Bokf, NA | 0.00% | Reduce -18.2% | 45 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 31 | $4K |
| Inlight Wealth Management, LLC | 0.00% | New | 20 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $2K |
| Eastern Bank | 0.00% | No change | 17 | $2K |
| Private Wealth Management Group, LLC | 0.00% | New | 16 | $2K |
| Global Financial Private Client, LLC | 0.00% | No change | 14 | $2K |
| Pacific Center for Financial Services | 0.00% | No change | 12 | $2K |
| Bellwether Advisors, LLC | 0.00% | No change | 12 | $2K |
| TruNorth Capital Management, LLC | 0.00% | No change | 8 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1 | $90 |
"% of holder's portfolio" is MGV's weight in each manager's 13F, not the share of Vngrd Mrgstr MG CP VL ETF-Ui the manager owns.